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Bright Road Wealth Management, LLC CRD 164408
$443M regulatory AUM 18 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2018-04-17 |
| TX | RA | APPROVED | 2018-04-17 |
Branch Locations
405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Alaska | Anchorage | AK | 01/2014 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-10 |
| S66 | Uniform Combined State Law Examination | 2001-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-02 |
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